What departments does Goelzer Investment Management have?

Goelzer Investment Management has employees across 4 departments including Arts & Design, Program & Project Management, Customer Success, Finance.

What is the largest department at Goelzer Investment Management?

The largest department at Goelzer Investment Management is Customer Success with 2 employees.

Where are Goelzer Investment Management employees located globally?

Goelzer Investment Management has employees across 2 continents and 2 countries including India, United States Of America.

How has Goelzer Investment Management's team size changed over time?

Goelzer Investment Management's team has grown from approximately 22 to 23 employees based on available data.

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Goelzer Investment Management Employee Directory

Investment ManagementIndiana, United States11-50 Employees

Goelzer Investment Management is an investment advisory firm in the investment management industry, located at 10 East Main Street Suite 110 in Carmel, Indiana, United States. The firm reports over 50 years of experience and more than $4 billion in assets under advisement, offering proprietary investment and financial planning strategies to help families and institutions. The organization employs 11 to 50 people. Leadership changes were announced in 2025, including Chris W. Cotterill becoming President effective January 2, 2025, and Rebecca W. Jacklin joining as Managing Director of Institutional Advisory Services. The firm has been recognized as a Best Place to Work in Indiana, with acknowledgments in 2022.

Goelzer Investment Management Global Highlights

North America
50

United States Of America
50

Asia
1

India
1

Goelzer Investment Management's Leadership

C. R.
Senior Vice President And Portfolio Manager
Mobile Phone
Email
D. F.
Chiefexecutive
Mobile Phone
Email
A. G.
Designer/Assistant Manager
Mobile Phone
Email
J. C.
Portfolio Manager
Mobile Phone
Email
S. G.
Client Services Manager
Mobile Phone
Email
K. F.
Senior Wealth Advisor
Mobile Phone
Email
D. A.
Senior Wealth Advisor
Mobile Phone
Email
A. M.
Client Services Associate
Mobile Phone
Email

Goelzer Investment Management Employee Metrics

100%

50%

2026

2025

Banking
Business
Community & Social Services
Information Technology
Legal
Other
Business Development
Finance

Contact profiles from Goelzer Investment Management

Name

Title

Contact Info

Location

Last Update

J. C.
Institutional Investment Advisor
Mobile Phone
Email
Oct 17, 2024

Frequently Asked Questions

What is Goelzer Investment Management known for?

Goelzer Investment Management was founded in 1969 operates in the Investment Management industry; you can contact the main corporate office by phone at

+1-317-264-****

. Explore Goelzer Investment Management's company overview page for more information.

What is Goelzer Investment Management's most common email format?

Goelzer Investment Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Goelzer Investment Management email formats with LeadIQ.

How many employees does Goelzer Investment Management have currently?

Goelzer Investment Management has approximately 35 employees as of July 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are Goelzer Investment Management's key employees and leadership?

As of July 2026, Goelzer Investment Management's key employees include:

Senior Vice President And Portfolio Manager: C. R.
Chiefexecutive: D. F.
Designer/Assistant Manager: A. G.
Portfolio Manager: J. C.
Client Services Manager: S. G.

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Goelzer Investment Management Employee Directory

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